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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $30,316 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,199 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,746 | $55,182+13.7% | $73,309-14.4% | $55,191+13.7% |
| Participation rate | 95.7% | 73.9%+21.7pp | 74.9%+20.8pp | 69.2%+26.5pp |
| Annual return | 1.30% | 8.55%-7.2pp | 5.67%-4.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $1,423 | $1,935-26.4% | $3,237-56.0% | $1,899-25.0% |
| Participant deferral / active EE | $4,263 | $4,641-8.1% | $4,991-14.6% | $3,046+39.9% |
| Admin fee / account holder | $39 | $68-42.5% | $5,635-99.3% | $91-56.6% |